See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,622 | $48,795+450.5% | $65,493+310.2% | $84,808+216.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 20.59% | 20.20%+0.4pp | 982.45%-961.9pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,132 | $1,930+114.1% | $2,574+60.5% | $2,631+57.1% |
| Participant deferral / active EE | $8,220 | $2,928+180.7% | $3,961+107.5% | $4,212+95.2% |
| Admin fee / account holder | $2,839 | $3,877-26.8% | $5,028-43.5% | $7,344-61.3% |